Route Recommendations

Access the Recommended Actions Pane

Access the Route containing the Checkpoint for which you want to access the recommended actions.
In the left pane, select the Checkpoint for which you want to access the recommended actions.
On the upper-right corner of the page, select .

The Recommended Actions pane appears.

Access the Recommended Actions pane, and then select .
The New Recommendation: Draft datasheet appears, displaying the General Information and Alert tabs.
If you are using State Management, proceed to the next step.

-or-

If you are using Status fields to track recommendations rather than using State Management, in the Datasheet ID list, select Rounds Recommendation (with Status).
As needed, modify values in the available fields.
Select .

The Recommendation is created, and the datasheet for the Recommendation appears.

The Recommendation that you have created is listed in the Recommendations pane of the Route both in the Rounds Designer module and the Rounds Data Collection module.

Access the Route that contains the related Measurement Location to which you want to assign a Scan ID.

Tip: If you know the ID of the Measurement Location whose Scan ID you want to modify, you can also access it by performing a global search.
On the datasheet, in the Scan ID box, enter the Scan ID.
In the upper-right corner of the datasheet, select .
The Scan ID is assigned to the Measurement Location.

After assigning the Scan ID, when you collect data, if you scan the ML, the ML record will open automatically.

Using a Map query, you can view the geolocation data that is saved for readings, recommendations, and photos.

Note: For more information about working with Maps, see the Maps documentation.

On the left navigation menu, select Tools, and then select Maps.

The Maps page appears.
On the Maps page, select Browse.

The Select a query from the catalog window appears.
Navigate to the folder \\Public\Meridium\Modules\Operator Rounds\Queries.

A list of queries appears.
Select the query Readings Geolocation Data, and then select Open.

A map showing geolocation data appears.

Note: You can select to filter the data that is shown by asset, Route, or date range.
Adjust the following settings so that the data you want to view is displayed:
- Select to filter the data by asset, Route, or date range.
- Select or to zoom the map in or out, respectively.
The map appears as specified.